Envestnet Asset Management
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Envestnet Asset Management’s Principal Investment Grade Corporate Active ETF IG Stock Holding History

Envestnet Asset Management’s Portfolio IG Stock Details IG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$98M Buy
4,748,867
+692,541
+17% +$14.4M 0.03% 541
2025
Q4 		$84.7M Buy
4,056,326
+1,059,325
+35% +$22.3M 0.03% 547
2025
Q3 		$63.2M Buy
2,997,001
+566,045
+23% +$11.8M 0.02% 673
2025
Q2 		$50.6M Buy
2,430,956
+338,708
+16% +$6.91M 0.01% 743
2025
Q1 		$43.2M Buy
2,092,248
+36,892
+2% +$758K 0.01% 775
2024
Q4 		$41.8M Buy
2,055,356
+82,019
+4% +$1.71M 0.01% 800
2024
Q3 		$42.2M Buy
1,973,337
+118,419
+6% +$2.49M 0.01% 803
2024
Q2 		$37.9M Buy
1,854,918
+148,165
+9% +$3.01M 0.01% 791
2024
Q1 		$35.3M Buy
1,706,753
+194,265
+13% +$4.01M 0.01% 814
2023
Q4 		$31.7M Buy
1,512,488
+241,247
+19% +$4.82M 0.01% 804
2023
Q3 		$25M Buy
1,271,241
+144,051
+13% +$2.91M 0.01% 858
2023
Q2 		$23.2M Buy
1,127,190
+235,585
+26% +$4.87M 0.01% 856
2023
Q1 		$18.7M Buy
891,605
+239,086
+37% +$5.01M 0.01% 921
2022
Q4 		$13.3M Buy
652,519
+227,426
+54% +$4.68M 0.01% 1057
2022
Q3 		$8.71M Buy
425,093
+105,595
+33% +$2.31M 0.01% 1200
2022
Q2 		$6.99M Buy
319,498
+106,866
+50% +$2.41M ﹤0.01% 1334
2022
Q1 		$5.12M Buy
212,632
+55,220
+35% +$1.37M ﹤0.01% 1589
2021
Q4 		$4.14M Buy
157,412
+78,653
+100% +$2.08M ﹤0.01% 1700
2021
Q3 		$2.09M Buy
78,759
+64,782
+463% +$1.74M ﹤0.01% 2059
2021
Q2 		$374K Buy
+13,977
New +$368K ﹤0.01% 3148

Other funds holding IG

PS
Principal Securities Des Moines, Iowa $6.82B AUM 17.15% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
SWASL
Spartan Wealth Advisory Services LLC Bingham Farms, Michigan $1.14B AUM
LFIA
Legacy Financial Independent Advisors Louisville, Kentucky $192M AUM
IWP
Insight Wealth Partners Plano, Texas $713M AUM 16.55% 1-Year Est. Return
WWM
Western Wealth Management Golden, Colorado $2.63B AUM 21.3% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Envestnet Asset Management's IG Position: Q1 2026 in Review

Envestnet Asset Management increased its Principal Investment Grade Corporate Active ETF (IG) stake by 17% in Q1 2026, buying an estimated $14.4M and bringing the position to 4,748,867 shares worth $98M. The position accounts for 0.03% of the portfolio, ranked #541.

Envestnet Asset Management first reported a position in IG in Q2 2021 and has held it in 20 quarters since. 24 funds tracked by Wall St. Rank hold IG as of Q1 2026.

  • Envestnet Asset Management held 4,748,867 shares of Principal Investment Grade Corporate Active ETF worth $98M as of Q1 2026.
  • Envestnet Asset Management bought 692,541 Principal Investment Grade Corporate Active ETF shares in Q1 2026, an estimated $14.4M.
  • Principal Investment Grade Corporate Active ETF made up 0.03% of Envestnet Asset Management's portfolio in Q1 2026, its #541 holding.
  • Envestnet Asset Management first reported a position in Principal Investment Grade Corporate Active ETF in Q2 2021 and has held it in 20 quarters since.
  • 24 funds tracked by Wall St. Rank held Principal Investment Grade Corporate Active ETF as of Q1 2026.

Based on Envestnet Asset Management's 13F filing for Q1 2026, filed 4 May 2026.